Summit Financial’s TrueCar TRUE Stock Holding History

Summit Financial’s Portfolio TRUE Stock Details TRUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-22,934	Closed	-$51.8K	–	1463
2025 Q4	$51.8K	Buy	+22,934	New	+$49.2K	﹤0.01%	1280

Other funds holding TRUE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Summit Financial's TRUE Position: Q1 2026 in Review

Summit Financial sold out of TrueCar (TRUE) in Q1 2026, closing a stake of 22,934 shares — an estimated $51.8K sold.

Summit Financial first reported a position in TRUE in Q4 2025 and held it in 1 quarter. The position peaked at $51.8K in Q4 2025. 1 fund tracked by Wall St. Rank holds TRUE as of Q1 2026.

Summit Financial reported no remaining TrueCar position as of Q1 2026 after selling out during the quarter.
Summit Financial sold 22,934 TrueCar shares in Q1 2026, an estimated $51.8K.
Summit Financial first reported a position in TrueCar in Q4 2025 and held it in 1 quarter.
Summit Financial's TrueCar position peaked at $51.8K in Q4 2025.
1 fund tracked by Wall St. Rank held TrueCar as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.